Is JDVAX or DGRO a better dividend investment in 2026?

JDVAX currently yields 14.74% with a 5% 5-year dividend growth rate. DGRO yields 2.10% with 9.5% growth. The better choice depends on your goal: JDVAX offers higher current income.

What is the dividend yield difference between JDVAX and DGRO?

JDVAX has a forward dividend yield of 14.74% ($2.13/share annually). DGRO yields 2.10% ($1.47/share annually). The yield gap is 12.64 percentage points.

Home › Compare › JDVAX vs DGRO

JDVAX vs DGRO: Dividend Comparison 2026

JDVAX yields 14.74% · DGRO yields 2.10%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 JDVAX wins by $21.0K in total portfolio value

INVESTMENT

TIME HORIZON10 years

JDVAX

● Live price

14.74%

Share price

$14.46

Annual div

$2.13

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$52.6K

Annual income

$3,667.69

Full JDVAX calculator →

DGRO

iShares Core Dividend Growth ETF

● Live price

2.10%

Share price

$70.18

Annual div

$1.47

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$31.6K

Annual income

$235.38

Full DGRO calculator →

Portfolio growth — JDVAX vs DGRO

📍 JDVAX pulled ahead of the other in Year 1

Annual dividend income

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Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis Period	JDVAX	DGRO
2008–2009 GFC	— No data	— No data
2020 Q1–Q2 COVID	— No data	— No data
2022 Q4 Rate Hike	— No data	— No data

Based on dividend payment history. "Increased" = dividend grew during crisis. "Maintained" = held within 3%. "Cut" = reduced by more than 3%.

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Dividend Calendar Overlap

Combined, JDVAX + DGRO cover 0 of 12 months — good coverage

Jan

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Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

JDVAX pays

DGRO pays

Both pay

Neither

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Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

JDVAX

Annual income on $10K today (after 15% tax)

$1,253.14/yr

After 10yr DRIP, annual income (after tax)

$3,117.54/yr

DGRO

Annual income on $10K today (after 15% tax)

$178.14/yr

After 10yr DRIP, annual income (after tax)

$200.07/yr

At 15% tax rate, JDVAX beats the other by $2,917.46/year in after-tax income after 10 years on $10,000

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Lazy Portfolio Split Optimizer

What's the optimal mix of JDVAX + DGRO for your $10,000?

JDVAX: 50%DGRO: 50%

100% DGRO50/50100% JDVAX

Portfolio after 10yr

$42.1K

Annual income

$1,951.54/yr

Blended yield

4.64%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JDVAX buys

DGRO buys

No recent congressional trades found for JDVAX or DGRO in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricJDVAXDGRO

Forward yield	14.74% ✓	2.10%
Annual dividend / share	$2.13 ✓	$1.47
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$52.6K ✓	$31.6K
Annual income after 10y	$3,667.69 ✓	$235.38
Total dividends collected	$25.2K ✓	$2.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

Year-by-year: JDVAX vs DGRO ($10,000, DRIP)

Year	JDVAX Portfolio	JDVAX Income/yr	DGRO Portfolio	DGRO Income/yr	Gap
1← crossover	$12,174	$1,474.29	$11,290	$209.57	+$884.00 → JDVAX
2	$14,704	$1,677.42	$12,722	$213.54	+$2.0K → JDVAX
3	$17,627	$1,893.42	$14,314	$217.18	+$3.3K → JDVAX
4	$20,982	$2,121.29	$16,080	$220.53	+$4.9K → JDVAX
5	$24,810	$2,359.87	$18,040	$223.59	+$6.8K → JDVAX
6	$29,155	$2,607.93	$20,215	$226.40	+$8.9K → JDVAX
7	$34,060	$2,864.13	$22,627	$228.96	+$11.4K → JDVAX
8	$39,571	$3,127.09	$25,302	$231.31	+$14.3K → JDVAX
9	$45,737	$3,395.41	$28,268	$233.44	+$17.5K → JDVAX
10	$52,606	$3,667.69	$31,557	$235.38	+$21.0K → JDVAX

JDVAX vs DGRO: Complete Analysis 2026

JDVAX — Stock

The investment seeks to provide a high total return from a diversified portfolio of equity and fixed income investments. Drawing on a variety of analytical tools, the fund's adviser typically seeks to invest the fund's assets among various types of asset classes based on the following allocation: 35%–80% equity securities; 15%–65% fixed income securities; 0%–10% convertible securities. The fund invests in separate underlying strategies by investing directly in individual securities and/or in other J.P. Morgan Funds, across asset classes.

Full JDVAX Calculator →

DGRO — ETF

The iShares Core Dividend Growth ETF seeks to track the investment results of an index composed of U.S. equities with a history of consistently growing dividends.

Full DGRO Calculator →

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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.